Assistant Account Manager

Description:

Responsibilities:
Works closely with Account Managers and Client Executives/Producers on pre-renewal processes, in capturing pre-renewal information and assembling complete renewal submissions. Completing pre-work for Critical Path and participates in strategy meetings for high level view of client accounts and learning skills needed for successful account management.

Collaborates with Account Management Team on service strategies, aligning client’s business needs and ensuring insurance objectives are met with highest service standards.

Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.

Creates summaries of insurance on existing client accounts and templates for new and renewal business by excerpt of quoted coverages, exclusions and endorsement terms offered by carrier.

Obtain loss run data from carriers and assisting with developing and maintenance of loss analysis worksheets.

Client services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team.

Maintain various internal resources, staying apprised on industry news, trends, and trade publications for growth opportunities and to gain competitive edge for offering top tier HUB agency services.

Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company

Other responsibilities as assigned by Manager/Team Leader.